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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: P2V who wrote (2551)	1/16/1999 6:07:00 PM
From: blue_lotus	Read Replies (2) \| Respond to of 5390

Hi Mardy, >However I believe the next gee wiz technology will be voice over IP. Somehow we'll break up our voice patterns into little packets of ones & zeros, transmit them over various and sundry communications paths. Then at the other end -- gather all those scrambled packets, recombine them into what (hopefully) does not sound like Mickey Mouse talking in a barrel. Mardy that is CDMA (or WCDMA or CDMA2000) atleast for the last mile (air interface) before it goes over IP. -Raj P.S: Is anyone following the rumors regarding Ericy wanting to buy QCOM or part of it. Any leads on this? I found them on the Union Tribune web Site.

To: P2V who wrote (2551)	1/16/1999 7:23:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 5390

Marden - If one looks at the vast continents of China and India (with few if any telephone or fiber lines, it's obvious that this is indeed a very lucritive and most important area. I agree that in a greenfield country like China the revenues available from building a backbone are a larger proportion of total costs than in the US, but I would still argue that when you you consider all of the last mile (from the handsets to the MSC's) that the last mile probably is bigger than the cost for the backbone (for the reasons I gave in my reply to the bullfighter). Also it should be noted that China in particular is starting to develop their own switching equipment (it is generally possible to get by with older technology than in the wireless portion of the loop?) and will start using foreign manufacturers less. (I'd have to try to find where I read that, but it was in some reputable mainstream source .) Clark